For Corporate Tax Departments

Tax intelligence for
in-house teams.

Research depth across federal, state, and international. Multi-entity visibility in one place. Citeable authority on every answer. TaxFigure gives corporate tax departments the capabilities to move faster, advise with confidence, and come prepared to every conversation.

The Reality

Small teams.
Massive scope.

Corporate tax departments face growing regulatory complexity, tight deadlines, and constant jurisdiction changes — with headcount that never quite matches the workload.

Deadline pressure

Quarterly provisions, estimated payments, compliance calendars across dozens of jurisdictions — all with lean teams and no room for error.

Constant regulatory change

Pillar Two, CAMT, Section 174 changes, state PTE elections — new rules every quarter that require immediate analysis and position updates.

Knowledge walks out the door

When experienced team members leave, years of institutional knowledge and research history go with them. New hires start from scratch.

Multi-state complexity

Nexus triggers shifting, apportionment rules varying by state, combined filing requirements — and every entity adds another layer.

Audit documentation gaps

Positions taken years ago without clear documentation. When the IRS or state auditor asks "show me the authority," the answer shouldn't take weeks to reconstruct.

Data in too many places

ERP systems, compliance software, spreadsheets, prior-year workpapers, and email threads. No single view of your tax position across the org.

01
Multi-Entity Visibility

Every entity. Every jurisdiction.
One dashboard.

See your entire corporate structure — parents, subs, foreign entities, partnerships — with real-time tax posture across all jurisdictions. Spot cross-entity exposure before it becomes a problem.

TaxFigure — Corporate Tax Dashboard

Apex Industries — Corporate Structure

14 entities · 23 jurisdictions · TY 2025

ConsolidatedEntity View
Total Revenue
$428M
+8.4%
Effective Tax Rate
22.1%
-0.8%
Open Positions
12
Jurisdictions
23
+3 new
Entity
Type
Jurisdictions
ETR
Status
AI
Apex Industries Inc.
C-Corp (Parent)
Federal + 18 states
22.1%
Active
...
AM
Apex Manufacturing LLC
SMLLC
OH, MI, IN, PA
Active
...
AD
Apex Digital Services
C-Corp (Sub)
Federal + 12 states
24.3%
In Review
...
AE
Apex EMEA Holdings BV
Foreign Corp
NL, DE, UK
18.7%
Active
...
AR
Apex Real Estate LP
Partnership
TX, FL, CO
Pass-thru
Pending
...
AI
Apex IP Holdings Ltd
Foreign Corp
IE
12.5%
Active
...

Consolidated view

All entities, subsidiaries, and foreign structures in one place with real-time effective tax rates and open positions.

Jurisdiction tracking

See which states and countries each entity touches. Track nexus triggers and filing obligations as they change.

Cross-entity analysis

Catch intercompany issues, transfer pricing gaps, and consolidation adjustments before they compound.

02
Research Intelligence

Cited answers.
In minutes, not days.

CAMT applicability. Pillar Two safe harbors. Section 174 capitalization. State nexus changes. Ask in natural language, get defensible answers anchored to primary authority — so your team can move faster and come prepared to every advisor conversation.

-Natural language queries — ask the way you think
-Every answer cited to IRC, regs, rulings, and caselaw
-Entity-scoped context — the AI knows your structure
-Conversation memory across the full engagement
TaxFigure — Research
CAMT Applicability — Apex Industries Inc.Federal

Does Apex Industries meet the CAMT threshold for TY 2025? We had $1.2B in adjusted financial statement income for the 3-year average.

TF
TaxFigure AI

Yes. Under Section 55(b)(2), the Corporate Alternative Minimum Tax applies to corporations with average annual adjusted financial statement income (AFSI) exceeding $1 billion over the prior three tax years. 1

At $1.2B average AFSI, Apex Industries is an applicable corporation subject to the 15% minimum tax on AFSI. 2

Key considerations for your team:

  • -Foreign entity exclusions under the OECD Pillar Two safe harbor 3
  • -Depreciation adjustments between book and tax AFSI
1IRC §55(b)(2)(A)Statute
2Notice 2023-64IRS Guidance
3IRC §59(k)(1)(D)Statute
03
Coverage Depth

Built for the questions
corporate teams actually ask.

Tax Reform & Compliance

  • CAMT (Corp. Alt. Min. Tax)
  • Section 174 R&D capitalization
  • Section 163(j) interest limitation
  • GILTI / FDII / BEAT
  • Bonus depreciation phasedown

International

  • Pillar Two (GloBE rules)
  • Safe harbor qualifications
  • Transfer pricing documentation
  • Subpart F income analysis
  • Foreign tax credit optimization

Multi-State SALT

  • 50-state nexus tracking
  • Apportionment & sourcing
  • PTE elections (40+ states)
  • Franchise & gross receipts tax
  • Combined / consolidated filing

M&A & Restructuring

  • Due diligence checklists
  • Section 338 / 338(h)(10)
  • Entity selection & conversion
  • Reorganization (Type A-F)
  • Tax attribute carryovers
04
What This Enables

Built to solve these
exact problems.

Every feature maps to a real challenge corporate tax teams face daily — from regulatory research under deadline pressure to maintaining audit-ready documentation across every entity.

Research at deadline speed

Get cited answers in minutes. When provision deadlines or board questions hit, your team has the depth to respond without scrambling across platforms.

Regulatory change tracking

New rules analyzed as they drop. Pillar Two updates, state law changes, IRS guidance — surfaced in context with how they affect your specific entities.

Knowledge that stays

Every query builds your team's searchable research base. When people transition, the institutional knowledge remains — accessible to whoever picks up the work.

Audit-ready documentation

Every position is backed by cited authority from day one. When auditors ask "show me," the answer is already built — not reconstructed after the fact.

Multi-state clarity

Nexus tracking, apportionment analysis, PTE elections, combined filing — all visible at the entity level so nothing slips through the cracks.

Come prepared to advisors

When a question does warrant outside counsel, your team brings specific, cited context — turning broad asks into focused, efficient engagements.

05
Enterprise Security

Built for teams that
can't compromise on data.

PrivacyVault tokenizes PII before it reaches any AI model. Zero-knowledge architecture means your client data stays yours — encrypted at rest, in transit, and in memory.

-PII detection and tokenization before AI processing
-Firm-wide guardrails and per-role access controls
-Full audit logging — every query, every answer
-Your data never trains anyone else's model
SOC2 Type IIHIPAAGDPRCCPAIRS Pub 1075GLBA

PrivacyVault Architecture

1
Query submitted
Tax question enters the system
2
PII detected & tokenized
SSNs, EINs, names → secure tokens
3
AI processes clean query
No sensitive data reaches the model
4
Response de-tokenized
Tokens restored for your eyes only

Why corporate teams
choose TaxFigure.

~2 min
Per Research Query
Down from hours of multi-platform digging across fragmented tools.
50 + DC
Jurisdictions
Federal, SALT, and international coverage in one platform.
99.7%
OCR Accuracy
TaxScan parses returns, K-1s, and financials with near-perfect accuracy.
Cited
Every Answer
Responses anchored to IRC, regulations, rulings, and caselaw.
06
For Your Practice

However your department is built,
TaxFigure fits.

From a one-person tax function to a multinational group — the platform scales to the way corporate tax actually runs.

One-person tax functions

Be a credible tax department of one — with the research depth of a full team behind you.

Lean in-house teams

Cover more ground without more headcount — and bring routine work back inside.

Multi-entity & multinational

Keep dozens of entities and jurisdictions consistent, current, and defensible.

Tax directors & VPs

Control outside spend, run a clean provision cycle, and keep the file exam-ready every quarter.

Common Questions

Corporate tax team questions

What in-house teams ask before bringing TaxFigure into the department.

Can TaxFigure handle a multi-entity structure?

Yes — every entity in the structure (corporations, LLCs, partnerships, trusts) gets its own workspace with isolated documents, insights, and chat context, and conversations can be anchored to a specific entity so answers reflect that entity's facts.

Does it cover CAMT and Pillar Two questions?

Yes — corporate alternative minimum tax applicability, Pillar Two safe harbors, Section 174 capitalization, and state PTE elections are core research territory, answered with citations to the statute, regulations, and guidance.

How current is the research?

Answers are grounded in current law and guidance and cite the live authority — IRC, regulations, rulings, and caselaw — with a sources panel for verification, so positions are anchored to what the law says today.

Can it read our tax documents?

Upload returns, schedules, statements, and notices (PDF, Word, Excel, CSV, or images up to 10 MB). OCR extraction and field classification run automatically, and extracted data feeds entity-scoped analysis.

How does the team share knowledge?

Research conversations persist with history and pinning, entities are shared with configurable access levels, and slash commands turn conversations into structured memos — so institutional knowledge stays in the platform when people move on.

What about security and access control?

Client and entity PII is tokenized before reaching a model, workspaces are isolated per entity, access is granted per entity with role controls, and accounts support multi-factor authentication.

Answers current as of 2026-06-18.

Give your tax team
the tool they deserve.

See how TaxFigure helps corporate tax departments research faster, build defensible positions, and advise with authority.